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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1126
Global Financial Private Capital
Florida
$383K -$1.78M -26,231 -81%
CC
1127
Cadinha & Co
Hawaii
$383K – – –
HWMG
1128
Hurlow Wealth Management Group
Indiana
$382K +$398K +5,853 New
GP
1129
Girard Partners
Pennsylvania
$381K -$87K -1,279 -17%
PMG
1130
ProVise Management Group
Florida
$379K +$68 +1 +0%
BP
1131
Ballentine Partners
Massachusetts
$378K -$84.3K -1,239 -17%
PCA
1132
Peddock Capital Advisors
Massachusetts
$378K +$340 +5 +0.1%
CA
1133
Clearstead Advisors
Ohio
$376K -$53K -779 -11%
MWP
1134
MYCIO Wealth Partners
Pennsylvania
$375K -$136K -1,994 -25%
V
1135
VeraBank
Texas
$372K +$406K +5,962 New
WHG
1136
Westwood Holdings Group
Texas
$371K -$4.42K -65 -1%
BCB
1137
Brian C. Broderick
$370K -$61.2K -900 -13%
SFG
1138
Summit Financial Group
West Virginia
$370K – – –
MG
1139
Mitchell Group
Texas
$369K +$403K +5,920 New
PBO
1140
Peoples Bank (Ohio)
Ohio
$368K +$48.2K +709 +14%
FM
1141
Foster & Motley
Ohio
$367K – – –
NL
1142
NWAM LLC
Washington
$366K +$68.7K +1,010 +21%
ASA
1143
Armstrong Shaw Associates
Connecticut
$365K – – –
SWM
1144
SVA Wealth Management
Wisconsin
$365K +$17K +250 +4%
ACM
1145
Alpha Capital Management
Texas
$364K +$191K +2,804 +92%
ACM
1146
AlphaStar Capital Management
North Carolina
$360K -$20.4K -300 -5%
GLA
1147
Great Lakes Advisors
Illinois
$360K -$1.23K -18 -0.3%
SWK
1148
Stephen W. Kidder
$358K – – –
WDA
1149
Wendell David Associates
New Hampshire
$358K – – –
BWAM
1150
Boyd Watterson Asset Management
Ohio
$354K -$2.93K -43 -0.8%
44 45
46
47 48